252026 POLICE PSPRS BOARD MEETING MINUTES APPROVE.PDF

Minutes of the Tempe Police Public Safety Personnel Retirement System Board meeting hosted virtually via MS 
Teams and in person at the Human Resources Conference Room located at 20 E. 6th Street Tempe, AZ 85281 
on Thursday February 5, 2026 at 2:00 p.m.
Boardmembers Present (via Teams): 
Boardmembers Present (in person): 
Boardmembers Absent:
Andy Arredondo
Keith Burke
None
Lori Messer
Brian Kidd
Christian Phillips 
 
 
 
 
 
 
 
 
City Staff Present (via Teams):
City Staff Present (in person):
Legal Counsel Present: 
Kathleen Broman, HR Manager
Tammy Milhon, HR Specialist
Lesli Sorensen (via Teams)
Nichole Gonzalez, Workers Comp. Program 
Specialist
 
 
Sarah Jenkins, Administrative Supervisor
 
 
Alfredo Jimenez, Sergeant
 
 
Darren Martinez, Accreditation Administrator
 
 
Matt Quick, HR Specialist
 
 
Chair Keith Burke called the meeting to order at 2:00 p.m.  
1.
Consideration of Meeting Minutes
Motion by Brian Kidd to approve the December 4, 2025 Police PSPRS Board Meeting Minutes and the December 4, 
2025 Police PSPRS Board Executive Session Meeting Minutes; second by Christian Phillips. Motion passed on a 
voice vote 5-0.  
 
Ayes: Chair Burke; Boardmembers Arredondo, Kidd, Messer and Phillips 
Nays: None 
Absent: None 
2.
Motion to Adjourn to Executive Session, if necessary
Motion by Christian Phillips to adjourn to Executive Session for the purpose of obtaining legal advice from the 
Board’s Legal Counsel and to discuss confidential records by law; second by Brian Kidd. Motion passed on a voice 
vote 5-0.  
Ayes: Chair Burke; Boardmembers Arredondo, Kidd, Messer and Phillips 
Nays: None 
Absent: None 
 
The Board adjourned to Executive Session at 2:01 p.m. The Board reconvened at 2:12 p.m. 
 
 
Minutes 
Tempe Police Public Safety Personnel
Retirement System Board 
February 5, 2026

Police Public Safety Personnel Retirement System Board Meeting Minutes – February 5, 2026
 
            2 
3.
New Members 
Motion by Brian Kidd to approve the new member applications of Darrick Jackson, Irving Elizarrara (pre-existing 
condition), Samatha Riojas (pre-existing condition) and Samuel Myers; Second by Chris Phillips. Motion passed 
on a voice vote 3-0.  
 
Ayes: Chair Burke; Boardmembers Messer and Phillips 
Nays: None 
Absent: Boardmembers Arredondo and Kidd 
 
4.
Review of Retiree Return to Work 
Chair Burke asked Board Secretary Kathleen Broman to address this item. Ms. Broman said that according to the
Arizona Revised Statutes, the board is required to review retired members from any agency who are being hired by 
the City of Tempe to ensure they are not in violation of the Return-to-Work statute.  
 
Boardmember Kidd said that after having reviewed the information presented, it is recommended the Board find that 
Terrence Spencer satisfies the requirements of A.R.S. § 38-849(G) because he retired as a Police Officer on 
12/1/2020, returned to work as a Community Responder on 12/29/2025, which is more than 6 months from the date 
of retirement, and was not hired into the same position from which he retired. Further, having reviewed the job 
description, the alternate contribution rate is not required because the position of Community Responder is not 
ordinarily filled by a contributing PSPRS member.  
 
Additionally, the Board finds that Patrick Kreuzer retired from an employer other than City of Tempe and is not in a 
position ordinarily filled by an employee of an eligible group. Further, having reviewed the job description, the 
alternate contribution rate is not required because the position of Age Friendly Specialist is not ordinarily filled by a 
contributing PSPRS member.  
 
 
5.
2025 PSPRS Valuation Report for Tempe Police (028)
Chair Burke asked Board Legal Counsel Lesli Sorensen to review annual valuation report. Ms. Sorensen reviewed 
the Annual Valuation Report as follows:  
 
The contribution rate is going down slightly from 30.05% to 29.77% 
 
Tier 3 members’ contribution rate is going up slightly as a result of a planned change to the actuarial 
methods.  
 
Drops in contribution rates are expected to see increases in funded status and that is what can be seen for 
Tier 1 and 2 members. It increased by about 1% on the total pension plus health funded status for these 
members. There is a significant drop in total funded status for Tier 3 plans which is mostly driven by the 
health plan funded status decreasing. This is a bit unusual to see a health trust fund that is this low from a 
funded status perspective. Most communities throughout the state are 100% funded or even more than 
100% funded.  
o The health trust fund is what pays the monthly health benefit supplement for people who are taking 
the insurance from the state plan. 
 
Reviewed the drivers of the Tier 1 and 2 changes 
 
Reviewed member and retiree statistics 
6.
PSPRS Update 
Chair Burke asked Board Secretary Kathleen Broman to address this item. Ms. Broman said that the first quarter 
newsletter information is included in the packet.  
7.
Expenditures for Quarters 3 and 4, 2025
Chair Burke asked Board Secretary Kathleen Broman to review this agenda item. Ms. Broman said that the 
expenditures for the third and fourth quarters was included in the board packet. There was no further discussion.

Police Public Safety Personnel Retirement System Board Meeting Minutes – February 5, 2026
 
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8.
AZ Post Physical Requirement Changes
Chair Burke asked Ms. Sorensen to facilitate the discussion on this agenda item. Ms. Sorensen said that in August, 
2025 the Arizona Peace Officers Standards and Training Board (AZPOST) adjusted their medical forms and no 
longer require employees to complete the extensive list of self-disclosure items with respect to the various pre-
existing conditions. This has become an issue for several local boards throughout the state. Ms. Sorensen provided 
an overview of the old form. Included on the form are waivers, specifically stating that any falsification or withholding 
information or failure to answer all the questions may cause forfeiture of eligibility.  Ms. Sorensen showed the new 
form, which states whether the person can perform the job or not and whether any reasonable accommodation is 
needed. The reason this impacts the employers is that if there are no documented pre-existing conditions in the 
record, there is nothing that the board or any future board can rely upon to determine whether there is a pre-existing 
condition.  
 
There are a few options to consider: The first being to use the new streamlined form from AZPOST. Ms. Sorensen 
does not recommend this option as it exposed the employer to a significant increase in potential liabilities because if 
there isn’t any information to exclude a condition, the employer may ultimately be paying for disabilities that wouldn’t 
normally qualify under the statute. The second option is to continue to require the most recent version of the MH form 
(2021). The third option is to customize the form and put the conditions that are relevant on it and have applicants 
complete it.  
 
The discussion today is what makes the most sense for Tempe’s hiring process. Who provides the form to the 
applicants, who collects them, etc. Chair Burke asked if anyone from Risk Management was at the meeting. Ms. 
Milhon noted that they were not available to attend the meeting. Chair Burke asked if this was an issue that should be 
circulated to city leadership as well. Ms. Sorensen said that it should certainly be discussed at the finance level and 
risk management. If the City decides to proceed without collecting any information about a pre-existing condition 
should an applicant file for a disability, there is no way to exclude anything. The City would be making a decision that 
the disability retirements will essentially all get approved unless there’s something the applicant provides that clearly 
demonstrates a pre-existing condition. There is a potential cost as was just reviewed in the annual valuation report as 
any person who has a disability who has not reached what would have been normal retirement date causes an 
increase in unfunded liability. The system is calculated based upon (using Tiers 1 & 2) estimating an employee works 
for 20 years, paying contributions for the entire 20 years and the employer making their contribution. If you have 
someone go out in year 10, the system is only funded for half of the benefit, and the remainder goes to the employer 
as part of the unfunded liability for that employee. That’s really where the decision-making lies in terms of the risk 
tolerance for potentially funding additional disability retirements.  
 
There was general discussion. Chair Burke said that if no action had to be taken today, internal city staff will have 
further conversations. 
9.
Future Meeting Date 
The next meeting is scheduled for March 5, 2026. 
 
10. Future Agenda Items 
Ms. Sorensen said that the Board received an appeal from Mr. Hyde’s attorney and it will appear on the next agenda.  
 
11. Public Appearances
There were no public appearances.

Police Public Safety Personnel Retirement System Board Meeting Minutes – February 5, 2026
 
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Adjournment 
Motion to adjourn by Christian Phillips; second by Lori Messer. Motion passed on a voice vote 3-0. 
 
Ayes: Chair Burke; Boardmembers Messer and Phillips 
Nays: None 
Absent: Boardmembers Arredondo and Kidd 
 
The meeting adjourned at 2:49 p.m.
____________________________________
Kathleen Broman, Local Board Secretary